OneDigital Investment Advisors’s BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul BBT.PRD.CL Stock Holding History

OneDigital Investment Advisors’s Portfolio BBT.PRD.CL Stock Details BBT.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,000	Closed	-$101K	–	1332
2018 Q3	$101K	Hold	4,000	–	–	0.02%	271
2018 Q2	$103K	Hold	4,000	–	–	0.02%	329
2018 Q1	$102K	Hold	4,000	–	–	0.02%	339
2017 Q4	$102K	Buy	+4,000	New	+$102K	0.01%	332
2017 Q3	–	Sell	-4,000	Closed	-$103K	–	1212
2017 Q2	$103K	Buy	+4,000	New	+$102K	0.03%	309

Other funds holding BBT.PRD.CL

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

CDH

Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

OneDigital Investment Advisors's BBT.PRD.CL Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul (BBT.PRD.CL) in Q4 2018, closing a stake of 4,000 shares — an estimated $101K sold.

OneDigital Investment Advisors first reported a position in BBT.PRD.CL in Q2 2017 and held it in 5 quarters. The position peaked at $103K in Q2 2018. 6 funds tracked by Wall St. Rank hold BBT.PRD.CL as of Q4 2018.

OneDigital Investment Advisors reported no remaining BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 4,000 BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul shares in Q4 2018, an estimated $101K.
OneDigital Investment Advisors first reported a position in BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position peaked at $103K in Q2 2018.
6 funds tracked by Wall St. Rank held BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.